See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,160 | $65,409-56.9% | $98,442-71.4% | $85,850-67.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.75% | 21.76%-7.0pp | 1492.73%-1478.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,020 | $2,168-6.8% | $2,960-31.8% | $2,565-21.3% |
| Participant deferral / active EE | $1,980 | $3,166-37.5% | $4,276-53.7% | $3,952-49.9% |
| Admin fee / account holder | $1,406 | $4,593-69.4% | $5,949-76.4% | $6,260-77.5% |